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ADAPT WEALTH ADVISORS, LLC: XSMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADAPT WEALTH ADVISORS, LLC on XSMO, newest first. How the timeline and the estimate are built.

ADAPT WEALTH ADVISORS, LLC held 0 XSMO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -75,982 shares

    13F-HR 0001765380-25-000320 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 75,982 shares
    Change vs previous 13F +5,459 shares

    2.33% of the 13F portfolio, value $4,767,885.

    13F-HR 0001765380-25-000152 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 70,523 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,662,286.

    13F-HR 0001765380-25-000114 filed by ADAPT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).